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Showing 91 - 100 of 267 results for %22Wealth Connect%22

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
... customization, workflow and e-learning management solutions to the advice industry. Its clients include Australian banks, mid-tier wealth institutions, financial advisories and dealer groups. Benbow said the COVID-19 crisis had opened advisers' eyes ...

Clearstream rebrands Australian acquisition

ALLY SELBY  |  MONDAY, 1 JUN 2020
... the local market, it said, and will automate parts of funds services for Australian custodian banks, wrap platforms and wealth. This will allow them to benefit from lower costs, Clearstream said, as well as increased efficiency and international standards. ...

MLC launches new advice business

JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
... today, and I'm excited to bring this unique proposition to market as we continue to refocus and reshape the broader MLC Wealth business."

Now is the time to step up: FEW

JAMIE WILLIAMSON  |  THURSDAY, 30 APR 2020
... have featured the likes of IOOF chief executive Renato Mota, OneVue managing director Connie McKeage and Hewison Private Wealth director Andrew Hewison. The sessions have proved so popular, FEW Connect now has over 1200 subscribers logging in each week ...

MLC waives licensee fees, delays dealer group transitions

JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
MLC Wealth is waiving licensee fees for all of its aligned financial advisers as they struggle to operate their businesses and provide support to clients during unprecedented uncertainty. It has also delayed the transition of advisers from Apogee and ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
ASX-listed wealth and advice business Fiducian has assured its shareholders that none of its investors or superannuation members have been disadvantaged so far amid the COVID-19 pandemic. Work is currently ongoing for the acquisition of new financial ...

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
... and stockbroking, including 450 independent and dealer group aligned advisers, and shows 87% of advisers believe their wealth needs of their clients need to be viewed holistically to consider issues of cash flow and lifestyle. However, many advisers ...

Actuaries Institute appoints 2020 president

ALLY SELBY  |  MONDAY, 9 MAR 2020
... deal with emerging risks such as climate change and mental health." Bui hopes to deliver major papers on intergenerational wealth and equity and the gig economy during her term. She also expects to contribute to discussions on data and ethics. "Data ...

Technology to transform coming decades

ALLY SELBY  |  THURSDAY, 23 JAN 2020
... targeted advertising going onto the next level - with tailored adverts based not only on interests but also on means and wealth." The report also outlines massive disruption to the agriculture and transport industries, with new technologies like IoT ...

US reaches $1bn settlement over 1MDB scam

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
... Low Taek Jho, also known as Jho Low, and his family. Jho Low allegedly misappropriated funds from Malaysia's sovereign wealth fund, 1Malaysia Development Berhad (1MDB) and laundered that money through the US, Switzerland, Singapore and Luxembourg. The ...